Your Financial Plan of Action
The process of designing your financial plan of action should look like this:
Your goals may be retirement planning, education/college funding, taking care of your loved ones if you are not there, life insurance planning, retirement income planning, business planning, and/or charitable gifting, and not being a burden on your children.

Identifying and prioritizing your goals - short term and long term, and your values
- Analyzing your current situation, you cannot make a plan without understanding where you are now - looking into our "junk drawer" of all our financial decisions you have made so far
- Develop a plan of action, or solution
- Implement, and this could be several steps or a few
- Monitor the plan
- Review, are you on track, or are changes needed?
Our conversations are private.
My compensation depends upon the services I provide and may include fees and/or commissions. Products and services could include: Financial Planning, Annuities, Life Insurance, Wealth Management, Investment Accounts, IRAs, 401 (K) Rollovers and Long-Term Care.